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Recruit UK
Glasgow
A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract with a salary up to £30,000. This position is piv
Job Source: Recruit UKGuidant Global
Glasgow
We are looking for a Administrator to join our growing team where you will provide high quality support to the Doggerbank Project, ensuring our project has the necessary administration support to work as efficiently as possible. You will carry out all aspects of administration duties, including assisting team members in tasks relating to scheduling
Job Source: Guidant GlobalSearch
Bellshill
AdministratorBellshill£23,200Are you looking for a new opportunity in a growing business? If you are an ambitions and hardworking individual looking to develop your career in administration, we have a role that could be perfect for you…Search are partnered with an excellent provider of facilities management to help them source for an administrator.
Job Source: SearchTotal Recruitment
Dumbarton
Our client is looking for an experienced Administrator to work within their busy production plant. This is an ongoing temporary contract. This role will commence immediately and is paying £15.00 per hour for a 37 hour working week, hours are dayshift with a half day on a Friday. The Role - Deliver excellent internal support to the team and sub co
Job Source: Total RecruitmentAnderson Knight
Scotstoun
Due to company expansion, Anderson Knight is recruiting for Administrators for a well-established company based in Glasgow. The position offers a comfortable office setting, with working hours of 08:30-16:30, Monday to Friday, along with the added perks of onsite parking and dress-down Fridays. Salary - £23,270. Key Responsibilities: • Maintain
Job Source: Anderson KnightLorien
Glasgow
Administrator 6 months with potential for extension Glasgow Hybrid - 3 days per week in the office £150 per day, umbrella Our client, a leading Energy supplier in the UK, is looking for an administrator to join their growing team.You will carry out all aspects of administration duties, including assisting team members in tasks relating to schedulin
Job Source: LorienAdecco
Glasgow
Adecco are recruiting for an Administrator for one of their clients to start as soon as possible. The successful candidate will: Act as the first point of contact for the Department of Humanities, responding to general queries from a diverse group of stakeholders. This involves managing the Department of Humanities Reception, greeting visitors, r
Job Source: AdeccoBerry Recruitment
Glasgow
Berry Recruitment is currently out looking for an experienced Administrator/ Office Clerk This will be initially contract until December 2024, with possibility to go permanent or be extended. More Information: Pay: £12 p/h. Monday to Friday 9am to 5pm. Hybrid - after training has been completed. Location: Glasgow - close to train station/ off site
Job Source: Berry RecruitmentGlasgow, Scotland, United Kingdom
A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract. This position is pivotal in supporting the administration of client accounts, ensuring a smooth operation for the client journey.
Key Responsibilities:
Provide administrative support to enhance team operations and client experience.
Manage client accounts throughout their lifecycle, ensuring accurate and timely administration.
Perform client onboarding, complete AML checks, open and amend client accounts, and maintain accurate client documentation.
Process client queries and liaise effectively with Investment Managers and Advisers.
Update internal systems and dispatch client documentation as required.
Support the team by handling inbound client calls and communicating effectively across departments.
Ensure compliance with internal, regulatory, and CASS frameworks, promptly addressing any concerns.
Qualifications & Experience:
Previous experience in a similar role within Financial Services is preferred but not essential.
Minimum GCSE (or equivalent) in English and Maths at grade C or above.
Proficiency in MS Office, particularly Excel.
Strong organisational skills and a methodical approach to work.
Excellent written and verbal communication skills.
Understanding of the regulatory environment and familiarity with financial products and services.
This role is an excellent opportunity to grow professionally and contribute to the success of a dynamic team. If you meet the requirements and are looking for a challenging role, please submit your application today.
Location: Glasgow
Salary: Up to £30,000 per annum
Contract: 12-month fixed term
REF: 9023
Portfolio Administrator jobs in Glasgow, Scotland, United Kingdom
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